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iShares S&P SmallCap 600 Index shares owned by Jordan Park Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Jordan Park Group from 13F filings

Historical chart of Jordan Park Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Jordan Park Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Jordan Park Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 1.9k 110.52
2023-12-31 $202k 1.9k 108.25
2023-09-30 $369k 3.9k 94.33
2023-06-30 $694k 7.0k 99.65
2023-03-31 $673k 7.0k 96.70

More positions owned by Jordan Park Group

Ishares Core Msci Emkt (IEMG)
Graniteshares Gold Tr Shs Ben Int (BAR)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Treas Bd Etf (GOVT)
Kraneshares Trust California Carb (KCCA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Jordan Park Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index